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Pitch69
This document is a confidential investor presentation for the DeedGrabber Tax Lien Fund. The fund aims to generate above-market returns of 8-10% annually by purchasing tax liens at auctions. It has identified tax liens as an inefficient market with big opportunities. The fund has purchased over 400 tax liens in 2017 and aims to raise $2 million total. It will invest in Indiana tax liens paying 7-20% APR over 1 year. Returns are generated from lien redemptions. The fund provides diversification and removes the hassle of directly investing in tax liens.
Pitch69
- 1. Confidential Investor Presentation August-October2017 The DeedGrabber Tax Lien Fund Our Expertise. Your Safe, Above-Market Returns Introducing…
- 2. Tax Liens 2 We’ve putour patent-pending software to the test throughout the country… Securing hundreds of profitable tax liens in 2017… …creating an opportunity for you to earn above-market returns in the tax lien market safely and hassle-free.
- 3. What we’ve observed: Safeinvestments earning over 2-3% interest are rare today. Tax lien investments earning 8-10% returns can be the solution for many investors. 4
- 4. What we’ve observed: Thetax lien market is inefficient…leading to big opportunities for innovators. Our ability to identify profitable liens has outpaced our ability to buy them. 4
- 5. Investing in Tax Liens Unfortunately,many investors don’t have the time to invest in tax liens on their own…or only invest occasionally. Here’s why that’s unfortunate.
- 6. Left with TheseInvestment Vehicles… T ajor ups/downs beyond investor’s control) also volatile last 10 years- and not passive s – Safe, but LOWWWW return Bottom Line: Most major investment vehicles today have high risk/vo
- 7. T Bottom Line: Volatile! Whatif you had $500,000 in the market in 2008? You would have Stock sYear Return Starting with $1000… 2007 5.50% $ 1,055.00 2008 -37.00% $ 664.65 2009 26.50% $ 840.78 2010 15.10% $ 967.74 2011 2.10% $ 988.06 2012 16.00% $ 1,146.15 2013 32.40% $ 1,517.51 2014 13.70% $ 1,725.40 2015 1.40% $ 1,749.56 2016 11.90% $ 1,957.76 After 5 years, return was negative!
- 8. T Bottom Line: RealEstate is Volatile Too….and it’s a very “activ USA Real Estate PricesYear Return Starting at $100,000… 2007 -6.4% $ 93,629.95 2008 -12.7% $ 81,749.03 2009 -2.9% $ 79,352.05 2010 -4.1% $ 76,095.88 2011 -3.5% $ 73,425.27 2012 7.6% $ 78,985.39 2013 10.5% $ 87,259.89 2014 4.3% $ 91,025.01 2015 5.3% $ 95,890.11 2016 5.6% $ 101,259.96 Prices are finally back to Jan 2007 levels.
- 9. T Bottom Line: Doesn’tEven Keep Up With Inflation! Gov’t Bonds and CDs are safe – but really earn nothing. Gov’t Bonds/CDsYear Return Starting with $1000… 2007 3.78% $ 1,037.80 2008 3.07% $ 1,069.66 2009 1.79% $ 1,088.81 2010 0.81% $ 1,097.63 2011 0.48% $ 1,102.90 2012 0.34% $ 1,106.65 2013 0.28% $ 1,109.74 2014 0.23% $ 1,112.30 2015 0.27% $ 1,115.30 2016 0.27% $ 1,118.31 $1000 of 2007 purchasing power requires $1157 today
- 10. T This is aBig Deal for Retirement Savings
- 11. 21 The Elusive Goal: Geta return that actually lets you grow your funds… …without a lot of risk
- 12. T Bottom Line: BetterReturn than Even Stocks, Without the Up Earning Just 8% Per Year with Tax LiensYear Return Starting at $1,000… 2007 8% $ 1,080.00 2008 8% $ 1,166.40 2009 8% $ 1,259.71 2010 8% $ 1,360.49 2011 8% $ 1,469.33 2012 8% $ 1,586.87 2013 8% $ 1,713.82 2014 8% $ 1,850.93 2015 8% $ 1,999.00 2016 8% $ 2,158.92
- 13. T Bottom Line: BetterReturn Than Stocks, Without the “Ups and Downs.” Earning Just 8% Per Year with Tax LiensYea r Stocks CDs/Bonds Tax Liens @ 8% 2007 $ 1,055.00 $ 1,037.80 $ 1,080.00 2008 $ 664.65 $ 1,069.66 $ 1,166.40 2009 $ 840.78 $ 1,088.81 $ 1,259.71 2010 $ 967.74 $ 1,097.63 $ 1,360.49 2011 $ 988.06 $ 1,102.90 $ 1,469.33 2012 $ 1,146.15 $ 1,106.65 $ 1,586.87 2013 $ 1,517.51 $ 1,109.74 $ 1,713.82 2014 $ 1,725.40 $ 1,112.30 $ 1,850.93 2015 $ 1,749.56 $ 1,115.30 $ 1,999.00 2016 $ 1,957.76 $ 1,118.31 $ 2,158.92
- 14. How Can YouTake Advantage of Good Tax Lien Returns, When: • You don’t have time to attend sales and maintain your lien portfolio? • You’re anxious about making a mistake? • You can’t reinvest money quickly at another sale? • You just want a passive investment? Now There’s a Solution
- 15. The DeedGrabber Lien Fund Totake advantage of lost opportunities WHILE providing a safe, above-market return to investors. We’ve Created 29
- 16. What we realizedafter drastically simplifying the tax lien buying process… 30
- 17. There Are GoodInvestment Opportunities Going to Waste…While Investors are Suffering with Low Returns and High Risk Our ability to identify good tax lien purchases has outpaced our ability to buy them! This Has Created a Win-Win Opportunity
- 18. By Researching AllProperties on the List, We Pick Up Deals the O At Sales with Little Competition, We Cannot Buy All the Good Liens Available When we prepare for a tax lien auction, we are prepared to buy any viable property from th Our Buying Process Uncompetitive Sales Competitive Sales Research Opportunity to Invest Additional Funds with no Additi
- 19. By Researching AllProperties on the List, We Pick Up Deals the O At Sales with Little Competition, We Cannot Buy All the Good Liens Available When we prepare for a tax lien auction, we are prepared to buy any viable property from th Our Buying Process Uncompetitive Sales Competitive Sales Research Opportunity to Invest Additional Funds with no Additi
- 20. Properties -Below rket ices Our Goal atTax Lien Sales:
- 21. Numbers Game… • To obtainmore properties – buy more liens • 75-90% of liens purchased redeem • These generate 7-30% return which we can use to pay investors
- 22. • Over 400Tax Liens Purchased • Took 24 First-Time Tax Lien Buyers to Lake County, IN Tax Sale in March-Will Obtain 60+ Properties • Many additional purchases were possible at sales attended Past 12 Months Results 34
- 23. Patent-Pending Tax SaleDue Diligence Software Our Unfair Advantage 36
- 25. 7-20% APR 1 Year Length 10% Flat Return 120Day Length Fall Treasurer’s Sales Sept - Oct Spring Commissioner’s Sale Investment Target – Indiana Tax Liens
- 26. 7-20% APR 1 Year Length 10% Flat Return 120Day Length Fall Treasurer’s Sales Sept - Oct Spring Commissioner’s Sale Investment Target – Indiana Tax Liens Provides opportunity it invest at Fall sale and use early payoffs to invest again
- 27. ember 2017 ctober 2017 nSales March 2017 Redeem – June 2018 s Sales ctober 2018 adlines 2018 Initial Investment – Fall Tax Lien Sales Redemptions (payoffs) occur on about 25-50% of liens bought in the fall Redemption Funds Reinvested in Spring Commissioner’s Sale Deadline for Owners to Pay Liens 2017 2017 2018 Investment Timeline 2017 ceived mber 2018 mber 2018 Redemptions from Commissioner’s Sales and Deeds Come In- Initial Return of Funds to Investors Sales ber 2018- gust 2019 2018 Final Sales Final Return of Funds to Investors
- 28. Investment $2M Funding Max 8% APR RETURN $25k minimum 10% Fundwill close at $2M Investment level With 18 Month Commitment Minimum Investment Size $25,00 With 24 Month Commitment Important Numbers APR RETURN Fund Size
- 29. perty Worth MuchMore Than Investment DiversificationKnown Rate of Return We Handle All Travel Short-Term CommitmentWe Deal With Properties/Legal Advantages of DeedGrabber Tax Lien Fund
- 30. Other Important Information/FAQ •Use Your IRA to invest (we can refer you to self-directed custodian) • Limited to 35 non-accredited investors (first come, first served) Accredited investor - $1mm net worth besides primary home value, or $200k income each of last 2 years Full Investment Information Disclosures and other Details Available in our Private Placement
- 31. Ready to GetStarted? Questions?• Fill out the registration form below (can docusign, fax or email back to us) • We Will Send you a copy of the Private Placement Memorandum and other Documents – Instructions Included to Complete Your Investment • Questions ? Schedule a call with me by clicking the button below Don’t Delay! Only 35 Unaccredited Investor Spots…Fund May Close At Any Time